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CHARTON FINANCIAL GROUP - MOORPARK, CA
CHARTON FINANCIAL GROUP - MOORPARK, CA
Moorpark, California
Charton Financial Group strives to serve as a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized, comprehensively independent and integrated financial services. Charton Financial Group is proud to have served our clients for nearly four decades and in that time we are proud to have earned the reputation as qualified industry professionals. Our professionals share a singular focus centered entirely on advancing the interests of our clientele. We take great pride in the scope and depth of our organization which enables us to remain authentic to our mission, employ our guiding core values and pursue the greatest impact in support of our client objectives. As we partner with our clients to understand their specific needs, goals and visions, we leverage our independent business model to offer our clients holistic planning and access to a broad universe of robust experience, products and services. This client centric model empowers us to bring together dynamic innovation, preferred relationships, advanced resources and extensive decision and implementation support services. In that spirit, we aim to empower our clients to preserve what is important, inspire the creation, seek growth and preservation of assets, effectively manage risk and to help organizations advance their human and financial capital. We endeavor to bring our individual and corporate clients balanced strategies to help them prosper long term and Envision Optimized Returns In Life ®
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BRIO BENEFIT CONSULTING - LOS ANGELES, CA
BRIO BENEFIT CONSULTING - LOS ANGELES, CA
Los Angeles, California
At Brio we know that your employees are your company’s most valuable asset - now more than ever! When you partner with Brio you can be comfortable that you’re at the cutting edge of healthcare benefits innovation, ensuring your company’s employees access to the highest quality healthcare and benefits, while delivering enormous value to your business. Our client loyalty underscores our success and is a testament to the consistent excellent customer service that sets Brio apart. This legendary service has garnered them an M Score 5 rating. They have provided quality services at fair prices and have been able to work with their clients to reach their goals when it comes to employee benefits coverage in the New York Metro Area and beyond. Brio Benefit Consulting is a top-ranked employee benefit consulting firm offering a wide range of services across industries for companies of all sizes. Brio's team consists of experts in healthcare, retirement, and compliance.
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GUTTMAN FINANCIAL PLANNING - LOS ANGELES, CA
GUTTMAN FINANCIAL PLANNING - LOS ANGELES, CA
Los Angeles, California
Guttman Financial Planning, located in Los Angeles, CA, stands out as a reliable insurance broker specializing in employer benefits. With a focus on medical and ancillary benefits, their extensive expertise in serving local and regional employers sets them apart. The office excels in catering to the unique needs of businesses in the advertising, public relations, and related services industry, as well as those in activities related to credit intermediation. Guttman Financial Planning's commitment to excellence is evident in their client portfolio, featuring notable companies like Outdoor Dimensions and Spherecommerce. Outdoor Dimensions, a key player in advertising and related services, benefits from Guttman's tailored solutions, serving over 90 participants. Similarly, Spherecommerce, operating in activities related to credit intermediation, trusts Guttman Financial Planning to provide comprehensive coverage for their 270+ participants. What distinguishes this office is not only its individualized approach to employer benefits but also its affiliation with a reputable local brokerage firm. This association strengthens Guttman's ability to navigate the dynamic landscape of insurance, ensuring that clients receive cutting-edge solutions tailored to their industry. Guttman Financial Planning in Los Angeles is more than an insurance broker; it is a strategic partner committed to optimizing the well-being of businesses and their employees.
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DONALD TAPERT INSURANCE AGENCY - LOS ANGELES, CA
DONALD TAPERT INSURANCE AGENCY - LOS ANGELES, CA
Sierra Madre, California
Donald W. Tapert Insurance Agency, operating under StoneTapert Insurance Services in Los Angeles, CA, stands out as a prominent provider of employee benefits consulting. Their services are crucial in elevating workplace dynamics and fostering employee loyalty. They specialize in creating customized employee benefits programs, which are vital in attracting and retaining talent, as well as promoting employee well-being and success in the workplace. They empower human resources departments with comprehensive resources, expert advice, and cutting-edge tools, ensuring companies stay updated with federal and state mandates for compliance. Additionally, their offerings cater to personal insurance needs with a range of healthcare alternatives, addressing the varied requirements of different life stages. With over 60 years of experience, StoneTapert Insurance Services has a legacy of reliability and expertise, partnering with diverse organizations including startups, non-profits, and both private and public entities. Their approach combines industry expertise with innovation, ensuring top-notch service delivery and proactive problem-solving. Their suite of services includes strategic planning, plan analysis, market research, renewal management, cost management, and compliance assistance. They also offer a dedicated team of employee benefits experts and NAHU certified benefits specialists. Their technological solutions include cloud-based enrollment, HR hotline, interactive HR apps, and a comprehensive online learning platform, all designed to support the effective implementation and management of employee benefits programs. Among their notable clientele is Flintridge Preparatory School in the educational services industry, based in California, with over 100 participants. Their expertise spans across various industries, with a strong focus on educational services, demonstrating their ability to cater to specific industry needs effectively.
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FOUNDATION RISK PARTNERS - OXNARD, CA
FOUNDATION RISK PARTNERS - OXNARD, CA
Simi Valley, California
Foundation Risk Partners in Oxnard, CA, stands out as a premier insurance broker, specializing in catering to the unique needs of local and regional employers, with a distinct focus on medical and ancillary benefits. Their impressive track record includes serving prominent clients such as Soundview Paper Mills, a leader in converted paper product manufacturing based in NJ, boasting a participant base of over 380 individuals. Distinguished by their in-depth knowledge and experience within the converted paper product manufacturing industry, Foundation Risk Partners brings unparalleled expertise to the table. This office location is a vital component of a larger regional insurance broker firm, leveraging collective strengths to deliver comprehensive and tailored solutions. With a commitment to excellence, Foundation Risk Partners in Oxnard has successfully navigated the complexities of the insurance landscape, earning the trust of clients through a proactive and client-centric approach. Their adept handling of medical and ancillary benefits positions them as a strategic partner for businesses seeking reliable and innovative insurance solutions. As a part of a regional network, this location combines local insights with the broader resources of Foundation Risk Partners, ensuring clients receive personalized service backed by the strength of a reputable insurance broker firm.
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UIP INSURANCE SERVICES - LOS ANGELES, CA
UIP INSURANCE SERVICES - LOS ANGELES, CA
Pasadena, California
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DIALANI ASSOCIATES - LOS ANGELES, CA
DIALANI ASSOCIATES - LOS ANGELES, CA
Arcadia, California
Dialani Associates, located in the bustling heart of Los Angeles, CA, stands out as a prominent local brokerage firm specializing in employer benefits. This larger office has carved a niche in providing tailored benefit solutions to both small and midsize employers, particularly excelling in medical and ancillary benefits. Their expertise is not just broad but also deep, especially noted in industries such as furniture and home furnishing merchant wholesalers, and farm product raw material merchant wholesalers. Their client portfolio boasts significant names, highlighting their capacity to handle diverse and complex benefit needs. A notable example is Pacific Trellis Fruit, a major player in the farm product raw material merchant wholesalers industry, where Dialani Associates successfully manages benefits for over 50 participants. Similarly, in the furniture and home furnishing merchant wholesalers sector, they have demonstrated their proficiency by efficiently servicing Uma Enterprises, catering to the needs of more than 130 participants. The firm's strength lies in its understanding of the local and regional market dynamics, which allows them to offer customized and effective benefit solutions. Their team's local expertise, combined with a robust understanding of industry-specific challenges, positions Dialani Associates as a go-to broker for employers seeking comprehensive and tailored benefits strategies in Los Angeles. Their ability to blend local market knowledge with a broad spectrum of industry expertise makes Dialani Associates an ideal partner for employers who prioritize both the quality and customization of their employee benefits programs.
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ASTON SHARP INSURANCE SERVICES - LOS ANGELES, CA
ASTON SHARP INSURANCE SERVICES - LOS ANGELES, CA
Santa Monica, California
More people than ever are choosing to do their insurance planning online. Who wants to do insurance the old way, with an insurance agent visiting your home and refusing to leave with out a check? Being an online, independent insurance agency that offers remote insurance work nationwide, Aston Sharp is revolutionizing the way insurance is purchased. Aston Sharp specializes in long term care, disability, and life insurance. As an independent agency, Aston Sharp works will all the top insurance carriers around the country, in order to insure that you are getting the top quality product at the best price
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QSR INSURANCE AGENCY - LOS ANGELES, CA
QSR INSURANCE AGENCY - LOS ANGELES, CA
Tarzana, California
QSR Insurance Agency's Los Angeles, CA office stands as a prominent hub within the expansive network of this well-established brokerage firm. Boasting a considerable size, the office is a dynamic force in the insurance landscape, particularly excelling in serving local and regional employers with a specialized focus on medical and ancillary benefits. With a proven track record, QSR Insurance Agency in Los Angeles has cultivated expertise in catering to the diverse needs of midsize employers, showcasing a nuanced understanding of the challenges and intricacies unique to this market segment. Their proficiency extends to the communications equipment manufacturing industry, where they have earned acclaim for their adept handling of clients like Silvus Technologies, a leading player with 90+ participants, and Zoic Studios, a notable presence in professional, scientific, and technical services, boasting a workforce of 150+ participants. As part of a local brokerage firm, the office seamlessly integrates into the community, leveraging local insights to offer tailored solutions. With a client-centric approach, QSR Insurance Agency stands out for its commitment to delivering comprehensive coverage and strategic benefits solutions, making them a compelling choice for employers seeking a reliable partner in navigating the complex landscape of insurance.
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EXECUTIVE FINANCIAL BENE-FACTS - LOS ANGELES, CA
EXECUTIVE FINANCIAL BENE-FACTS - LOS ANGELES, CA
Los Angeles, California
Executive Financial Bene-Facts is a highly reputable insurance broker with extensive experience catering to a diverse clientele. With expertise across large, midsize, and small employers, Executive Financial Bene-Facts offers tailored insurance solutions to meet the unique needs of each client. They excel in working with self-funded employers, providing invaluable insights and strategies for effective risk management. Based in Los Angeles, California, Executive Financial Bene-Facts operates as a local insurance consultant. Their impressive track record includes partnering with notable companies such as Peerstreet Inc, a prominent player in the credit intermediation industry. Collaborating closely with Peerstreet Inc's HR and finance teams, Executive Financial Bene-Facts successfully established a comprehensive self-funding arrangement, along with a customized HMO plan, PPO plan, PBM, and drug plan. The office in Los Angeles boasts one of the highest M Scores attainable, a testament to their vast expertise and experience in serving clients of different sizes and industries. Their proficiency extends to sectors such as legal services, credit intermediation, advertising, public relations, and related industries. Executive Financial Bene-Facts proudly serves clients throughout California, including esteemed employers such as Gibson, Dunn & Crutcher LLP, Latham & Watkins LLP, Rubin Postaer and Associates, and TCW. With a commitment to delivering exceptional service and innovative insurance solutions, Executive Financial Bene-Facts stands out as a trusted partner for businesses seeking comprehensive coverage that aligns with their unique requirements
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ALLIANT INSURANCE SERVICES - LOS ANGELES, CA
ALLIANT INSURANCE SERVICES - LOS ANGELES, CA
Los Angeles, California
Alliant Insurance Services is among the largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals. Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large. Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for almost 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
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PANORAMA INSURANCE GROUP - LOS ANGELES, CA
PANORAMA INSURANCE GROUP - LOS ANGELES, CA
Los Angeles, California
Panorama Insurance Group's Los Angeles office stands out as a prominent and sizable hub within the regional insurance broker firm. Boasting considerable expertise across diverse industries, they have demonstrated their proficiency in working with self-funded clients, making them a reliable choice for local and regional employers. With a robust track record, this larger office has notably collaborated with midsize employers, showcasing a deep understanding of their unique needs and challenges. Their extensive experience is underscored by successful partnerships with notable clients such as Beach Point Capital Management Lp, a leader in financial investment activities in CA with over 160 participants. Additionally, their adeptness extends to the healthcare sector, exemplified by their association with Associated Ophthalmologists Ltd in AZ, serving 60+ participants, and Christian Care Management in the lessors of real estate industry in AZ with 40+ participants. The breadth of their proficiency spans industries like securities and commodity contracts intermediation and brokerage, lessors of real estate, and metal ore mining. This multifaceted knowledge base positions Panorama Insurance Group as a versatile resource for employers seeking comprehensive insurance solutions. With a commitment to understanding the unique dynamics of each industry they serve, this office in Los Angeles, CA, emerges as a strategic partner for employers navigating the complex landscape of employee benefits.
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